UnitedHealth shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Birchcreek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 704 | 345.30 |
| 2025-06-30 | $214k | 687 | 311.97 |
| 2025-03-31 | $360k | 688 | 523.75 |
| 2024-12-31 | $348k | 687 | 505.86 |
| 2024-09-30 | $496k | 848 | 584.68 |
| 2024-06-30 | $441k | 866 | 509.26 |
| 2024-03-31 | $430k | 870 | 494.70 |
| 2023-12-31 | $458k | 870 | 526.47 |
| 2023-09-30 | $441k | 875 | 504.19 |
| 2023-06-30 | $448k | 931 | 480.64 |
| 2023-03-31 | $525k | 1.1k | 472.59 |
| 2022-12-31 | $443k | 835 | 530.18 |
| 2022-09-30 | $422k | 835 | 505.39 |
| 2022-06-30 | $478k | 930 | 513.98 |
| 2022-03-31 | $255k | 500 | 510.00 |
| 2021-12-31 | $251k | 500 | 502.00 |
| 2021-06-30 | $200k | 500 | 400.00 |
| 2020-12-31 | $175k | 500 | 350.00 |
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